401(k) Operations Specialist | 3(16) Fiduciary Services

Weaver Partners, Inc.; États-Unis; Sur place; USD 70 000 - 90 000; Plein temps

Résumé du poste

Weaver Partners, Inc. is seeking a seasoned 401(k) Operations Specialist to oversee daily plan operations and administrative processes for retirement programs.

You will support 3(16) fiduciary responsibilities under ERISA, coordinate contributions, distributions, loans, and other transactions, and work with sponsors, recordkeepers, TPAs, and internal teams to ensure compliance and timely resolution.

This role requires strong multitasking and problem-solving skills to keep plans running smoothly.

Qualifications

• Experience in 401(k) operations or retirement plan administration.
• Knowledge of ERISA and 3(16) fiduciary responsibilities.
• Experience with contributions, distributions, loans, and plan transactions.
• Ability to manage multiple priorities and troubleshoot complex plan issues.

Responsabilités

• Oversee day-to-day 401(k) plan operations and administrative processes.
• Support 3(16) fiduciary responsibilities and regulatory compliance.
• Coordinate contributions, distributions, loans, and other plan transactions.
• Monitor deadlines, identify operational issues, and ensure timely resolution.
• Collaborate with plan sponsors, recordkeepers, TPAs, and internal teams.

Connaissances

401(k) operations

Retirement plan administration

ERISA 3(16) fiduciary

Plan transactions

Multiple priorities

QKA/QPA ASPPA credentials

Description du poste

401(k) Operations Specialist | 3(16) Fiduciary Services

Know 401(k) operations inside and out? Ready to put that expertise to work in a fiduciary capacity?

We're partnering with a retirement services organization seeking an experienced professional who understands the operational side of retirement plans and the responsibilities that come with ERISA 3(16) fiduciary services. This is an opportunity for someone who enjoys problem-solving, managing the moving pieces of retirement plan operations, and ensuring plans run smoothly.

What You'll Do:

• Oversee day-to-day 401(k) plan operations and administrative processes
• Support 3(16) fiduciary responsibilities and regulatory compliance
• Coordinate contributions, distributions, loans, and other plan transactions
• Monitor deadlines, identify operational issues, and ensure timely resolution
• Collaborate with plan sponsors, recordkeepers, TPAs, and internal teams

What We're Looking For:

• Strong background in 401(k) operations or retirement plan administration
• Knowledge of ERISA and 3(16) fiduciary responsibilities
• Experience with contributions, distributions, loans, and operational compliance
• Ability to manage multiple priorities and troubleshoot complex plan issues
• QKA, QPA, or other ASPPA credentials a plus